MondegarAI
Circle Wealth Management, LLC

Q4 2025 · 13F-HR

Circle Wealth Management, LLCholdings as filed

Filed 2026-02-13 · accession 0001578242-26-000001

$6.49B
Reported value
244
Positions
2025-12-31
Period end
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The Brief · Circle Wealth Management, LLC · Q4 2025

AI · grounded in 13F

Circle Wealth Management, LLC increased its position in VOO by 87.59%. The fund also accumulated shares of AAPL by 47.02% and SPY by 32.16%. On the sell side, the firm trimmed its holdings in HOOD by 26.54% and IWB by 25.98%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$2.56B39.4%9,416,666CommonNONE
464287614IWFISHARES TR$645.3M9.94%1,363,473CommonNONE
464287200IVVISHARES TR$592.4M9.12%864,965CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$565.2M8.70%828,824CommonNONE
464287507IJHISHARES TR$304.6M4.69%4,614,881CommonNONE
464287804IJRISHARES TR$275.1M4.24%2,289,101CommonNONE
922908363VOOVANGUARD INDEX FDS$169.5M2.61%270,210CommonNONE
464287598IWDISHARES TR$141.5M2.18%672,633CommonNONE
532457108LLYELI LILLY & CO$92.4M1.42%86,007CommonNONE
922908769VTIVANGUARD INDEX FDS$86.7M1.33%258,479CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$68.5M1.06%2,611,861CommonNONE
464285204IAUISHARES GOLD TR$66.5M1.02%819,093CommonNONE
023135106AMZNAMAZON COM INC$65.7M1.01%284,627CommonNONE
594918104MSFTMICROSOFT CORP$52.4M0.81%108,306CommonNONE
46090E103QQQINVESCO QQQ TR$35.7M0.55%58,091CommonNONE
654106103NKENIKE INC$35.4M0.55%556,221CommonNONE
92204A702VGTVANGUARD WORLD FD$32.5M0.50%43,176CommonNONE
464288257ACWIISHARES TR$28.2M0.43%199,113CommonNONE
38149W481GINDGOLDMAN SACHS ETF TR$27.4M0.42%1,038,508CommonNONE
464287770IYGISHARES TR$27.2M0.42%294,600CommonNONE
02079K305GOOGLALPHABET INC$25.2M0.39%80,435CommonNONE
855244109SBUXSTARBUCKS CORP$25.1M0.39%297,631CommonNONE
02079K107GOOGALPHABET INC$24.0M0.37%76,547CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$23.4M0.36%72,751CommonNONE
922908751VBVANGUARD INDEX FDS$22.6M0.35%87,586CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$21.9M0.34%29CommonNONE
67066G104NVDANVIDIA CORPORATION$19.9M0.31%106,792CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$19.7M0.30%136,590CommonNONE
58933Y105MRKMERCK & CO INC$19.1M0.29%181,376CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$18.1M0.28%20,577CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$16.7M0.26%75,877CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$14.2M0.22%192,702CommonNONE
78463V107GLDSPDR GOLD TR$12.9M0.20%32,439CommonNONE
75513E101RTXRTX CORPORATION$12.5M0.19%68,426CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$9.8M0.15%54,888CommonNONE
78463X202FEZSPDR INDEX SHS FDS$8.7M0.13%134,771CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$8.7M0.13%17,252CommonNONE
464287689IWVISHARES TR$8.6M0.13%22,161CommonNONE
30303M102METAMETA PLATFORMS INC$8.5M0.13%12,864CommonNONE
88160R101TSLATESLA INC$8.4M0.13%18,662CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$8.4M0.13%310,300CommonNONE
464287622IWBISHARES TR$8.3M0.13%22,121CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$7.2M0.11%15,449CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$6.8M0.10%87,366CommonNONE
97717W422EPIWISDOMTREE TR$6.7M0.10%143,703CommonNONE
11135F101AVGOBROADCOM INC$5.9M0.09%17,044CommonNONE
92204A504VHTVANGUARD WORLD FD$5.2M0.08%17,954CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$5.0M0.08%16,418CommonNONE
68389X105ORCLORACLE CORP$4.9M0.08%25,278CommonNONE
74316P579AKREPROFESSIONALLY MANAGED PORTFO$4.8M0.07%73,452CommonNONE
64110L106NFLXNETFLIX INC$4.5M0.07%47,940CommonNONE
97717W307DLNWISDOMTREE TR$4.3M0.07%49,376CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$4.3M0.07%16,920CommonNONE
464287606IJKISHARES TR$4.3M0.07%44,000CommonNONE
57636Q104MAMASTERCARD INCORPORATED$4.2M0.06%7,392CommonNONE
512807306LRCXLAM RESEARCH CORP$4.1M0.06%23,914CommonNONE
833445109SNOWSNOWFLAKE INC$4.1M0.06%18,598CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$4.1M0.06%16,095CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$4.0M0.06%48,151CommonNONE
46434G103IEMGISHARES INC$3.7M0.06%54,547CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$3.5M0.05%65,831CommonNONE
770700102HOODROBINHOOD MKTS INC$3.4M0.05%29,712CommonNONE
82509L107SHOPSHOPIFY INC$3.3M0.05%20,221CommonNONE
464287655IWMISHARES TR$3.2M0.05%13,165CommonNONE
171779309CIENCIENA CORP$3.1M0.05%13,467CommonNONE
040413205ANETARISTA NETWORKS INC$3.1M0.05%23,944CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$3.1M0.05%20,134CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$2.9M0.04%32,851CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.8M0.04%19,485CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$2.7M0.04%4,623CommonNONE
81762P102NOWSERVICENOW INC$2.7M0.04%17,358CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$2.6M0.04%12,145CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$2.6M0.04%44,109CommonNONE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$2.5M0.04%17,275CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$2.5M0.04%44,925CommonNONE
46654Q732JTEKJ P MORGAN EXCHANGE TRADED F$2.3M0.04%25,907CommonNONE
478160104JNJJOHNSON & JOHNSON$2.2M0.03%10,838CommonNONE
464287440IEFISHARES TR$2.2M0.03%23,249CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$2.2M0.03%14,816CommonNONE
461202103INTUINTUIT$2.1M0.03%3,243CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.1M0.03%6,258CommonNONE
697435105PANWPALO ALTO NETWORKS INC$2.1M0.03%11,204CommonNONE
N07059210ASMLASML HOLDING N V$2.1M0.03%1,918CommonNONE
81141R100SESEA LTD$2.0M0.03%15,985CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$2.0M0.03%39,460CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$2.0M0.03%13,749CommonNONE
922908744VTVVANGUARD INDEX FDS$1.9M0.03%10,101CommonNONE
98138H101WDAYWORKDAY INC$1.9M0.03%8,860CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.9M0.03%2,201CommonNONE
03831W108APPAPPLOVIN CORP$1.9M0.03%2,798CommonNONE
452308109ITWILLINOIS TOOL WKS INC$1.9M0.03%7,526CommonNONE
907818108UNPUNION PAC CORP$1.8M0.03%7,929CommonNONE
149123101CATCATERPILLAR INC$1.8M0.03%3,161CommonNONE
92826C839VVISA INC$1.8M0.03%4,997CommonNONE
58733R102MELIMERCADOLIBRE INC$1.7M0.03%860CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$1.7M0.03%3,032CommonNONE
46434G822EWJISHARES INC$1.7M0.03%21,256CommonNONE
90138F102TWLOTWILIO INC$1.7M0.03%12,019CommonNONE
595112103MUMICRON TECHNOLOGY INC$1.7M0.03%5,870CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$1.6M0.03%82,999CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.5M0.02%128,900PUTNONE
925815102VICRVICOR CORP$1.4M0.02%13,187CommonNONE
25809K105DASHDOORDASH INC$1.4M0.02%6,376CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$1.4M0.02%28,610CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$1.4M0.02%265CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$1.4M0.02%17,039CommonNONE
98980L101ZNGAZOOM COMMUNICATIONS INC$1.4M0.02%16,115CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$1.4M0.02%2,385CommonNONE
G0403H108AONAON PLC$1.4M0.02%3,828CommonNONE
922908736VUGVANGUARD INDEX FDS$1.3M0.02%2,752CommonNONE
247361702DALDELTA AIR LINES INC DEL$1.3M0.02%18,947CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY$1.3M0.02%17,600CommonNONE
19260Q107COINCOINBASE GLOBAL INC$1.3M0.02%5,670CommonNONE
443573100HUBSHUBSPOT INC$1.3M0.02%3,122CommonNONE
893641100TDGTRANSDIGM GROUP INC$1.2M0.02%938CommonNONE
47103U845JAAAJANUS DETROIT STR TR$1.2M0.02%24,276CommonNONE
18915M107NETCLOUDFLARE INC$1.2M0.02%6,206CommonNONE
75734B100RDDTREDDIT INC$1.2M0.02%5,322CommonNONE
20030N101CMCSACOMCAST CORP NEW$1.2M0.02%40,720CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$1.2M0.02%7,771CommonNONE
20825C104COPCONOCOPHILLIPS$1.2M0.02%12,658CommonNONE
747525103QCOMQUALCOMM INC$1.2M0.02%6,889CommonNONE
98419M100XYLXYLEM INC$1.1M0.02%8,393CommonNONE
52567D107LMNDLEMONADE INC$1.1M0.02%15,825CommonNONE
31428X106FDXFEDEX CORP$1.1M0.02%3,795CommonNONE
060505104BACBANK AMERICA CORP$1.1M0.02%19,881CommonNONE
55024U109LITELUMENTUM HLDGS INC$1.1M0.02%2,920CommonNONE
921937835BNDVANGUARD BD INDEX FDS$1.1M0.02%14,494CommonNONE
88023B103TEMTEMPUS AI INC$1.1M0.02%18,127CommonNONE
G6683N103NUNU HLDGS LTD$1.1M0.02%63,927CommonNONE
615369105MCOMOODYS CORP$1.0M0.02%2,045CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$1.0M0.02%3,327CommonNONE
808513105SCHWSCHWAB CHARLES CORP$1.0M0.02%10,339CommonNONE
922475108VEEVVEEVA SYS INC$976,6310.02%4,375CommonNONE
872590104TMUST-MOBILE US INC$969,5160.01%4,775CommonNONE
075887109BDXBECTON DICKINSON & CO$961,0350.01%4,952CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$952,5120.01%3,415CommonNONE
35473P827FLCAFRANKLIN TEMPLETON ETF TR$950,0130.01%19,669CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$945,5410.01%1,225CommonNONE
14040H105COFCAPITAL ONE FINL CORP$937,3210.01%3,867CommonNONE
437076102HDHOME DEPOT INC$933,0200.01%2,711CommonNONE
244199105DEDEERE & CO$917,1730.01%1,970CommonNONE
81764X103TTANSERVICETITAN INC$914,3030.01%8,585CommonNONE
718172109PMPHILIP MORRIS INTL INC$895,3530.01%5,582CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$894,0990.01%20,944CommonNONE
235851102DHRDANAHER CORPORATION$892,7880.01%3,900CommonNONE
778296103ROSTROSS STORES INC$892,4140.01%4,954CommonNONE
464287499IWRISHARES TR$889,9100.01%9,244CommonNONE
882508104TXNTEXAS INSTRS INC$880,0010.01%5,072CommonNONE
336433107FSLRFIRST SOLAR INC$856,3120.01%3,278CommonNONE
580135101MCDMCDONALDS CORP$853,2820.01%2,792CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$844,2290.01%22,817CommonNONE
17275R102CSCOCISCO SYS INC$838,1320.01%10,881CommonNONE
78409V104SPGIS&P GLOBAL INC$823,6020.01%1,576CommonNONE
988498101YUMYUM BRANDS INC$810,1370.01%5,355CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$802,6740.01%6,722CommonNONE
009158106APDAIR PRODS & CHEMS INC$795,6510.01%3,221CommonNONE
N00985106AERAERCAP HOLDINGS NV$793,1240.01%5,517CommonNONE
66987V109NVSNOVARTIS AG$734,8470.01%5,330CommonNONE
316841105FIGFIGMA INC$727,4070.01%19,465CommonNONE
931142103WMTWALMART INC$726,5000.01%6,521CommonNONE
69374H881COWZPACER FDS TR$720,0530.01%11,967CommonNONE
980745103WWDWOODWARD INC$705,9170.01%2,335CommonNONE
803054204SAPSAP SE$668,9740.01%2,754CommonNONE
23804L103DDOGDATADOG INC$650,4400.01%4,783CommonNONE
947890109WBSWEBSTER FINL CORP$646,3930.01%10,270CommonNONE
254687106DISDISNEY WALT CO$645,0240.01%5,670CommonNONE
617446448MSMORGAN STANLEY$626,3090.01%3,528CommonNONE
78410G104SBACSBA COMMUNICATIONS CORP NEW$626,1330.01%3,237CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$615,1880.01%988CommonNONE
526057104LENLENNAR CORP$613,7160.01%5,970CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$604,8450.01%5,138CommonNONE
46641Q233BBAXJ P MORGAN EXCHANGE TRADED F$593,5150.01%10,542CommonNONE
464287465EFAISHARES TR$589,2930.01%6,137CommonNONE
278768106SATSECHOSTAR CORP$580,2410.01%5,338CommonNONE
929740108WABWABTEC$579,7300.01%2,716CommonNONE
337738108FISVFISERV INC$556,7720.01%8,289CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$551,3760.01%10,856CommonNONE
29362U104ENTGENTEGRIS INC$537,8520.01%6,384CommonNONE
037833100AAPLAPPLE INC$520,0260.01%341,400PUTNONE
031162100AMGNAMGEN INC$508,4170.01%1,553CommonNONE
87151X101SYMSYMBOTIC INC$497,2420.01%8,357CommonNONE
518439104ELLAUDER ESTEE COS INC$496,2680.01%4,739CommonNONE
93403J106WRBYWARBY PARKER INC$482,9750.01%22,165CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$477,8420.01%1,781CommonNONE
013872106AAALCOA CORP$464,7620.01%8,746CommonNONE
464288810IHIISHARES TR$460,2840.01%7,406CommonNONE
444859102HUMHUMANA INC$449,5080.01%1,755CommonNONE
00724F101ADBEADOBE INC$449,0370.01%1,283CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$448,2600.01%10,026CommonNONE
863667101SYKSTRYKER CORPORATION$442,1490.01%1,258CommonNONE
191216100KOCOCA COLA CO$439,8470.01%6,292CommonNONE
550241103LUMNLUMEN TECHNOLOGIES INC$428,8570.01%55,194CommonNONE
949746101WMT2WELLS FARGO CO NEW$401,4600.01%4,308CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$391,8040.01%1,877CommonNONE
02156V109OKLOOKLO INC$387,2170.01%5,396CommonNONE
780259305SHELSHELL PLC$382,9780.01%5,212CommonNONE
46429B663HDVISHARES TR$382,3420.01%3,144CommonNONE
G29183103ETNEATON CORP PLC$375,8420.01%1,180CommonNONE
389638107ETHEGRAYSCALE ETHEREUM TRUST ETF$374,1040.01%15,351CommonNONE
01749D105ALGMALLEGRO MICROSYSTEMS INC$369,3730.01%14,002CommonNONE
83304A106SNAPSNAP INC$359,1390.01%44,503CommonNONE
438516106HONHONEYWELL INTL INC$357,7540.01%1,834CommonNONE
95040Q104WELLWELLTOWER INC$356,2100.01%1,919CommonNONE
G3323L100FNFABRINET$350,1100.01%769CommonNONE
75134P600METCRAMACO RES INC$346,9500.01%19,275CommonNONE
713448108PEPPEPSICO INC$335,7330.01%2,339CommonNONE
036752103ELVELEVANCE HEALTH INC$333,3730.01%951CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$315,7890.00%5,055CommonNONE
002824100ABTABBOTT LABS$312,7220.00%2,496CommonNONE
032095101APHAMPHENOL CORP NEW$305,5520.00%2,261CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$299,6020.00%1,043CommonNONE
172967424CCITIGROUP INC$292,1590.00%2,504CommonNONE
92206C730VONEVANGUARD SCOTTSDALE FDS$292,0430.00%945CommonNONE
103304101BYDBOYD GAMING CORP$285,5540.00%3,350CommonNONE
278865100ECLECOLAB INC$279,3610.00%1,064CommonNONE
30231G102XOMEXXON MOBIL CORP$274,6250.00%2,282CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$271,7890.00%2,731CommonNONE
46438R105ETHAISHARES ETHEREUM TR$269,9670.00%12,036CommonNONE
74348A467NOBLPROSHARES TR$267,5060.00%2,570CommonNONE
12504L109CBRECBRE GROUP INC$257,9070.00%1,604CommonNONE
56585A102MPCMARATHON PETE CORP$254,0280.00%1,562CommonNONE
87305R109TTMITTM TECHNOLOGIES INC$246,8130.00%3,577CommonNONE
219350105GLWCORNING INC$241,3150.00%2,756CommonNONE
754730109RJFRAYMOND JAMES FINL INC$239,7610.00%1,493CommonNONE
69370C100PTCPTC INC$234,3120.00%1,345CommonNONE
67066X107NANNUVEEN NEW YORK QLT MUN INC$234,2930.00%20,808CommonNONE
464287234EEMISHARES TR$227,5570.00%4,159CommonNONE
09290D101BLKBLACKROCK INC$224,7710.00%210CommonNONE
G9456A100GLNGGOLAR LNG LTD$221,7720.00%5,960CommonNONE
16935C109CHYMCHIME FINL INC$216,6130.00%8,606CommonNONE
126650100CVSCVS HEALTH CORP$213,8060.00%2,694CommonNONE
N3167Y103RACEFERRARI N V$212,1270.00%574CommonNONE
458140100INTCINTEL CORP$211,9580.00%5,744CommonNONE
166764100CVXCHEVRON CORP NEW$210,9350.00%1,384CommonNONE
92204A884VOXVANGUARD WORLD FD$209,8950.00%1,084CommonNONE
00287Y109ABBVABBVIE INC$208,1610.00%911CommonNONE
001055102AFLAFLAC INC$205,7370.00%1,866CommonNONE
H1467J104CBCHUBB LIMITED$201,3170.00%645CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$200,4770.00%3,434CommonNONE
19243B102CGTXCOGNITION THERAPEUTICS INC$65,9370.00%48,842CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$48,8320.00%26,900PUTNONE
02319V103ABEVAMBEV SA$48,7110.00%19,721CommonNONE
M0740A116DRTSWALPHA TAU MEDICAL LTD$27,2000.00%80,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.